|
⚲
|
| Hutchinson Capital Management
✚
|
|
|---|---|
| CRD # | 106158 |
| SEC # | 801-48519 |
| CIK # | |
| AUM | $825.3 MM (2023-03-15) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 415-464-5650 |
| Address | 1101 Fifth Avenue San Rafael, CA 94901 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 66.9 |
| (b) Individuals (high net worth individuals) | 155 | 677.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 44.9 |
| (h) Charitable organizations | 4 | 15.6 |
| (i) State or municipal government entities | 1 | 20.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 724 | 825.3 |
| By Discretionary | ||
| Discretionary | 714 | 814.1 |
| Non-Discretionary | 10 | 11.3 |
| Total | 724 | 825.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 824.8 | |
| Total | 724 | 825.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ironvine Capital Partners LLC
✚
|
NE | 0.8 |
|
Associated Investment Services Inc
✚
|
WI | 0.8 |
|
Adams Asset Advisors LLC
✚
|
TX | 0.8 |
|
Talon Private Wealth LLC
✚
|
FL | 0.8 |
|
Private Portfolio Partners LLC
✚
|
NJ | 0.8 |
|
Minneapolis Portfolio Management Group LLC
✚
|
MN | 0.8 |
|
Accel Wealth Management LLC
✚
|
IA | 0.8 |
|
Austin Private Wealth LLC
✚
|
TX | 0.8 |
|
Traynor Capital Management Inc
✚
|
PA | 0.8 |
|
Steward Partners Investment Solutions LLC
✚
|
OR | 0.8 |